证券代码：301326 证券简称：捷邦科技 公告编号：2025-097 捷邦精密科技股份有限公司 关于对外担保的进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 一、担保情况概述 捷邦精密科技股份有限公司（以下简称"公司"）于2025年4月23日召开第 二届董事会第十八次会议和第二届监事会第十五次会议，于2025年5月16日召开 2024年年度股东大会，审议通过《关于2025年度对外担保额度预计的议案》，同 意公司为合并报表范围内下属公司提供担保，2025年度担保额度总计不超过人民 币72,070.00万元（或等值外币）。其中，公司为最近一期资产负债率70%以上的 下属公司提供担保的额度预计不超过人民币19,070万元；公司为最近一期资产负 债率70%以下的下属公司提供担保的额度预计不超过人民币53,000万元，额度在 授权期限内可循环使用。 上述担保额度可在被担保方之间按照实际情况调剂使用。担保额度的期限自 公司2024年年度股东大会审议通过之日起至2025年年度股东会召开之日止，该额 度在授权期限内可循环使用。 具体内容详见公司于 2025 年 4 ...

Core Viewpoint - The company, Jieban Technology, is experiencing growth in its liquid cooling server business and has significant reliance on major clients like Foxconn and Apple, while also benefiting from the depreciation of the Chinese yuan. Group 1: Company Performance - Jieban Technology's stock increased by 0.49% with a trading volume of 297 million yuan and a market capitalization of 8.24 billion yuan [1] - The company reported a revenue of 962 million yuan for the period from January to September 2025, representing a year-on-year growth of 62.04%, while the net profit attributable to shareholders was a loss of 12.58 million yuan, a decrease of 1762.51% [7] - The company has distributed a total of 43.24 million yuan in dividends since its A-share listing [8] Group 2: Client and Revenue Dependency - The company's liquid cooling server business is progressing as planned, but specific project details cannot be disclosed due to confidentiality agreements [2] - Major clients include Foxconn, Quanta Computer, Compal Electronics, and BYD, with sales to Foxconn accounting for 35.58%, 36.85%, and 39.52% of revenue in recent periods [2] - A significant portion of the company's products is used in Apple's laptops and tablets, with sales to Apple products making up 85.22%, 77.95%, and 81.27% of revenue [2] Group 3: Market and Financial Analysis - The company's overseas revenue accounted for 67.79% of total revenue, benefiting from the depreciation of the yuan [3] - The average trading cost of the company's shares is 112.83 yuan, with the stock price nearing a support level of 110.45 yuan [6] - The main capital inflow for the stock today was 2.14 million yuan, with a net inflow of 14.67 billion yuan in the industry, indicating no clear trend in capital movement [4][5] Group 4: Shareholder Composition - As of September 30, 2025, the top ten circulating shareholders include several new institutional investors, with notable holdings from various funds [9]

Core Viewpoint - The company has obtained a supplier code from Google and is making progress in its liquid cooling module business, having received a temporary supplier code from a major North American client for product sampling qualifications [1] Group 1 - The company possesses a supplier code from Google, indicating a significant partnership opportunity [1] - In the liquid cooling module sector, the company has secured a temporary supplier code from a major North American client, which is a crucial step for product introduction [1] - The company is actively working on the product introduction process for its liquid cooling module products [1]

Group 1 - The company, Jiebang Technology (301326.SZ), has obtained a supplier code from Google [1] - In the liquid cooling module business, the company has received a temporary supplier code from a major North American client, allowing it to qualify for product sampling [1] - The company is actively working on the introduction of related products in the liquid cooling module sector [1]

Investment Rating - The report maintains an investment rating of "Outperform the Market - A" [5] Core Insights - The report highlights the transition to active cooling solutions in electronic devices, driven by increasing heat density from SoC chips and the rise of edge AI applications [1][3] - Passive cooling methods are facing limitations, leading to a growing adoption of active cooling technologies such as micro fans and liquid cooling systems [3][4] - The market for heat spreaders, particularly vapor chambers (VC), is expected to grow significantly, with global sales projected to reach $2.776 billion by 2031, reflecting a CAGR of 15% from 2025 to 2031 [2][51] Summary by Sections 1. SoC Chip Heat Density and Edge AI - The report discusses the increasing heat flow density in SoC chips due to continuous process iterations, which has led to rising power consumption and localized high heat density issues [1][14] - The performance of edge AI is expected to accelerate, increasing the urgency for enhanced cooling solutions in electronic devices [21][24] 2. Passive Materials and Devices - Passive cooling technologies, including metal heat sinks, graphite, and heat pipes, are evolving, but each has its limitations [2][34] - Vapor chambers are identified as a key upgrade direction, with their market penetration expected to rise significantly, especially with the introduction of products like the iPhone 17 Pro [2][46] 3. Transition to Active Cooling - The report notes that passive cooling solutions are reaching their limits, prompting a shift towards active cooling technologies in smartphones and other thin devices [3][4] - Micro fans are becoming increasingly common in non-gaming smartphones, with brands like OPPO and Honor integrating them into their devices [3][25] 4. Focused Companies - The report identifies several companies as key players in the industry, including Suzhou Tianmai, Feirongda, Lingyi Zhi Zao, and others, which are involved in the development of advanced cooling solutions [4][30]

Market Performance - The consumer electronics sector increased by 1.38% on December 25, with Xunwei Communication leading the gains [1] - The Shanghai Composite Index closed at 3959.62, up 0.47%, while the Shenzhen Component Index closed at 13531.41, up 0.33% [1] Top Gainers in Consumer Electronics - Xunwei Communication (300136) closed at 50.70, up 13.35% with a trading volume of 1.74 million shares [1] - Changying Precision (300115) closed at 40.25, up 8.52% with a trading volume of 1.36 million shares [1] - Hengmingda (002947) closed at 56.28, up 8.27% with a trading volume of 277,400 shares [1] - Yidong Electronics (301123) closed at 79.16, up 6.97% with a trading volume of 348,800 shares [1] - Other notable gainers include Guangda Tongchuang (301387) and Chaoping San (300647) with increases of 6.13% and 5.97% respectively [1] Top Losers in Consumer Electronics - Yitian Co., Ltd. (300812) closed at 29.53, down 2.86% with a trading volume of 115,300 shares [2] - Kecuan Technology (603052) closed at 33.04, down 2.74% with a trading volume of 84,500 shares [2] - Anker Innovation (300866) closed at 115.02, down 2.54% with a trading volume of 39,800 shares [2] - Other notable losers include Transsion Holdings (688036) and Zhishang Technology (301486) with declines of 2.13% and 1.79% respectively [2] Capital Flow Analysis - The consumer electronics sector experienced a net outflow of 843 million yuan from institutional investors, while retail investors saw a net inflow of 1.316 billion yuan [2] - Notable stocks with significant capital flow include Changying Precision and Yidong Electronics, which had varying levels of net inflow and outflow from different investor types [3]

Core Insights - The latest financing balance of the ChiNext market is 546.55 billion yuan, with a week-on-week increase of 3.797 billion yuan, indicating a positive trend in financing activities [1] - On December 23, the ChiNext index rose by 0.41%, and the total margin balance for ChiNext stocks reached 548.40 billion yuan, marking an increase for five consecutive trading days [1] - Among the stocks, 31 saw their financing balances increase by over 10%, with the largest increase recorded by Senhe Shares at 50.13% [1][2] Financing Balance Growth - The total financing balance for ChiNext stocks is 546.55 billion yuan, with a week-on-week increase of 3.797 billion yuan [1] - A total of 488 stocks experienced growth in financing balances, with 31 stocks increasing by more than 10% [1] - Senhe Shares had the highest increase in financing balance at 76.81 million yuan, with a 50.13% rise, and its stock price increased by 12.93% [1][3] - Other notable stocks with significant financing balance increases include Hongyuan Pharmaceutical and Shennong Seed Industry, with increases of 47.95% and 43.80%, respectively [1][3] Market Performance of Stocks - Among stocks with financing balance increases over 10%, the average price increase on the same day was 5.72%, with 26 stocks rising and two stocks hitting the daily limit [2] - Stocks with the highest price increases included Hongyuan Pharmaceutical (15.12%), Senhe Shares (12.93%), and Tongfei Shares (12.59%) [2] - Conversely, stocks with the largest declines included Songsheng Shares (-5.84%), Beijete (-3.35%), and Weima Agricultural Machinery (-1.56%) [2] Financing Balance Decline - A total of 459 stocks saw a decline in financing balances, with 10 stocks experiencing a decrease of over 10% [4] - The stock with the largest decline in financing balance was Xice Testing, which decreased by 37.14% to 24.07 million yuan [4][5] - Other stocks with significant declines include Jiebang Technology (-20.86%) and Kaichuang Electric (-15.72%) [4][5]

Core Viewpoint - The company has secured a temporary supplier code from a major North American client for its liquid cooling module products and is actively working on product integration, although specific client details cannot be disclosed due to confidentiality agreements [2]. Group 1 - The company has obtained a temporary supplier code from a significant North American client for its liquid cooling module business [2]. - The company has achieved qualification for product sampling of its liquid cooling module products [2]. - The company is continuing to carry out related product integration work with the client [2]. Group 2 - Specific client names and project details are not disclosed due to a confidentiality agreement [2]. - Stakeholders are encouraged to monitor the company's announcements on the Giant Tide Information Network for further business updates [2].

Group 1 - The core viewpoint of the article is that Jiebang Technology (301326.SZ) has made progress in its liquid cooling module business by obtaining a temporary supplier code from a major North American client, allowing the company to qualify for product sampling [1] - The company is actively working on the introduction of related products for this client [1] - Due to a confidentiality agreement with the client, specific details regarding the client's identity and project specifics cannot be disclosed [1]

Group 1 - The core viewpoint of the article is that Jiebang Technology (301326.SZ) has made progress in its liquid cooling module business by obtaining a temporary supplier code from a major North American client, allowing the company to qualify for product sampling [1] - The company is actively working on the introduction of related products for this client, indicating a potential growth opportunity in the liquid cooling segment [1] - Specific details regarding the client and project are not disclosed due to a confidentiality agreement [1]